- Custom Fields often created for additional information in Corporate cases
- Clio Manage
|Case Number||Text (One-Line)||
Used to track the case number assigned by the court to the matter. These are usually a mix of alphanumeric characters. Ex. 2:14-cv-02643
|Opposing Counsel||Contact Select||
Hyperlink to the Contact card for the lawyer representing the other side. Important to have quick access to this, as most communication would happen between lawyers only.
|Employer Identification Number||Text (One-Line)||
An Employer Identification Number (EIN) is also known as a Federal Tax Identification Number, and is used to identify a business entity. An EIN is usually written in the form 00-0000000.
|Primary Contact||Contact Select||
The primary contact at the corporation who is the client or opposing party.
List the shareholders for small corporations.
Has a conflict check been done on the parties in this matter?
Note on how to contact the client. Suggestions: Home Phone, Mobile Phone, Work Phone, Email.
|Originating Attorney||Contact Select||
Which attorney gets credit for bringing the case to the law firm. This field is only important for firms with more than one lawyer.
|Referral Source||Contact Select||
Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
|Special Notes||Text (Multi-Line)||
Place to put special notes for the matter that need to be top of mind.